On the Third Hand: Checkups
By Allison BellThe PPACA checkup upcoding problem is getting out of hand.
June 08, 2015
Terminating the problem clientRead how to avoid being stuck with a client who is not the right choice for your practice.
June 05, 2015
LTCI Watch: Fed versus older workersA Wall Street Journal article has noticed that low interest rates can (gasp) cause problems.
June 05, 2015
LTCI Watch: Fed versus older workersA Wall Street Journal article has noticed that low interest rates can (gasp) cause problems.
June 05, 2015
IRAs after 59 1/2: Regular or Roth?One advantage of passing age 59 is that the 10 percent penalty for pre-59 IRA distributions is less of an issue.
June 05, 2015
Does it pay to be a multi-generational advisor?Contrary to the typical belief, being a multi-generational advisor is so much more than simply working with clients of all ages.
June 05, 2015
Gross, but adjustedSometimes, clients are rich in spirit, and salary, but non-rich in other relevant ways.
June 05, 2015
Gross, but adjustedSometimes, clients are rich in spirit, and salary, but non-rich in other relevant ways.
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